SBI Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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SBI Balanced Advantage Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
Fund	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Moderately High
Asset Size (Cr)	₹2324 Cr	₹39337 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹250
Min Addl Investment	₹1000	₹1000
Launch Date	10 Oct 2014	31 Aug 2021
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	24%	39.82%
Expense Ratio	2.04	1.57
Manager	Ritika Behera	Pradeep Kesavan
ISIN Code	INF194KA1UE8	INF200KA1Y40
Exits Load	Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
1 Month	0.71%	0.8%
6 Month	2.98%	3.38%
1 Year	5.75%	10.14%
3 Year	12.02%	14.5%
5 Year	9.33%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
6 Month	2.74%	4.35%
1 Year	10.89%	14.24%
3 Year	10.31%	12.59%
5 Year	9.72%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
1 Year	8.57%	13.41%
3 Year	8.8%	13.32%
5 Year	9.29%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
Standard Deviation	6.89%	6.13%
Sharp	0.75%	1.24%
Beta	0.88%	0.88%
Alpha	0.54%	3.33%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
Name	Ritika Behera	Pradeep Kesavan
Total AUM	₹43013 Cr	₹434274 Cr
Funds Managed	19	43
	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
Others	-13.23	18.12
Large Cap	58.69	55.45
Small Cap	8.96	3.45
Mid Cap	12.69	9.33

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
Others	-13.23	15.64
Telecom - Services	6.34	2.6
Petroleum Products	3.7	8.12
IT - Software	6.84	4.48
Capital Markets	1.82	-
Cement & Cement Products	1.11	0.42
Personal Products	0.18	0.77
Construction	1.87	2.01
Ferrous Metals	1.49	2.8
Finance	6.83	3.45
Consumer Durables	2.14	1.89
Banks	15.75	15.74
Textiles & Apparels	0.43	-
Pharmaceuticals & Biotechnology	4.08	3.6
Electrical Equipment	1.31	0.01
Automobiles	4.55	4.21
Aerospace & Defense	1.29	0.02
Industrial Manufacturing	0.06	-
Retailing	1.73	0.73
Transport Services	1.59	0.93
Industrial Products	0.08	0.89
Power	1.04	3.66
Insurance	1.87	1.9
Diversified FMCG	0.9	2.59
Agricultural Food & other Products	0.23	0.02
Beverages	3.42	0.84
Diversified Metals	0.68	0.07
Realty	2.03	2.93
Fertilizers & Agrochemicals	1.05	-
Food Products	0.14	0.14
Entertainment	0.08	-
Chemicals & Petrochemicals	0.83	-
Leisure Services	0.35	-
Auto Components	0.57	0.52
Financial Technology (Fintech)	2.52	0.01
Minerals & Mining	0.12	-
IT - Services	0.21	-
Healthcare Services	1.11	-
Non - Ferrous Metals	-	0.23
Transport Infrastructure	-	0.39
Gas	-	2.74
Agricultural, Commercial & Construction Vehicles	-	1.37
Oil	-	0.63